Create a legacy that will echo in your community

Within many of us is a desire to serve a cause bigger than ourselves and make a difference – in our neighborhoods, in our country and around the globe. In fact, nearly a third of U.S. adults volunteer, and Americans donate billions of dollars to charity each year. To turn that philanthropy into a legacy, it pays to reflect on how you can best use your ideas, creativity, income and influence to help create your vision of a better world. Here are some ways to incorporate a unique sense of purpose into your life now – while you can see the impact of your good deeds.

What we have done for ourselves alone dies with us. What we have done for others and the world remains and is immortal.

84% of those with significant wealth consider giving back to be an important goal. Source: U.S. Trust 2018 study
Only 31% of people with significant wealth feel they are doing enough to help others. Source: U.S. Trust 2018 study
77 million Americans, 30% of the adult population, volunteer. Source: The Corporation for National and Community Service, 2017 figures

Take your generosity further

Follow your inner calling and build a legacy that inspires with the guidance of our team. We will help create a comprehensive financial plan designed to further your mission.